Kyle Sigfusson
Calgary
Summary
Hard-working and well-spoked individual with a natural aptitude for problem solving combined with highly proficient skills in mathematics. Driven by a strong willingness to learn and a passion for data, I am looking for a role as a financial analyst.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Portfolio Administrator
Guardian Capital Partners
08.2023 - Current
- Participated in client meetings as a subject matter expert on portfolio administration topics, enhancing customer trust in our team''s expertise.
- Evaluated existing portfolio management processes to identify areas for improvement and implement changes that increased overall efficiency.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
- Resolved complex client inquiries regarding account transactions or holdings promptly and professionally, maintaining high levels of customer satisfaction.
- Participated in internal committees focused on improving firm-wide policies, leading discussions on best practices in portfolio management.
- Streamlined processes to a point where I was able to manage the workload that was once done by two people on my own.
Assistant Manager
Sherwin Williams Co
06.2022 - 08.2023
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Regularly made cold calls in order to maintain growth and meet budgetary goals.
Manager
Saint Mary's University Student Association
01.2019 - 05.2022
- Managed and motivated employees to be productive and engaged in work.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Cleaned and maintained vehicles
Line Cook
Earls Restaurant & Bar
05.2019 - 03.2021
- Prepared multiple orders simultaneously during peak periods in an efficient manner.
- Collaborated with team members to maintain a clean and safe working environment.
- Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
Education
BBA - Double Major in Economics & Finance
Saint Mary's University
Halifax, NS06-2022
Skills
- Reconciliation
- Cash management
- Microsoft office
- Data analytics
- Excellent ability to grasp new concepts quickly
- Problem-solving abilities
- Adaptability and flexibility
- Attention to detail
- Decision-making
- Interpersonal skills
Accomplishments
- Cleaned and organized data on a large scale in order to make several features of our CRM functional.
- Streamlined and developed set processes for several different tasks in my administration role.
- Solved several issues with excel macros & formulas that PM's use to track portfolio performance & IPS adherence.
Languages
English
Native or Bilingual
Certification
- Canadian Securities Course (CSC) - Canadian Securities Institute
Timeline
Portfolio Administrator
Guardian Capital Partners
08.2023 - Current
Assistant Manager
Sherwin Williams Co
06.2022 - 08.2023
Line Cook
Earls Restaurant & Bar
05.2019 - 03.2021
Manager
Saint Mary's University Student Association
01.2019 - 05.2022
- Canadian Securities Course (CSC) - Canadian Securities Institute
BBA - Double Major in Economics & Finance
Saint Mary's University
Similar Profiles
Tanecia NewtonTanecia Newton
Marketing Analytics and Operations Manager at Guardian Dentistry PartnersMarketing Analytics and Operations Manager at Guardian Dentistry Partners
JORDAN ROSSJORDAN ROSS
HR Coordinator at Guardian Dentistry PartnersHR Coordinator at Guardian Dentistry Partners
Jennifer HickmanJennifer Hickman
Product Marketing Manager at Guardian Dentistry PartnersProduct Marketing Manager at Guardian Dentistry Partners